SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 778 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.25 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $31,538,958 | -5.3% | 433,704 | -2.4% | 0.51% | -4.1% |
| Q2 2023 | $33,297,344 | +10.7% | 444,261 | -3.8% | 0.53% | +1.7% |
| Q1 2023 | $30,080,739 | +14.4% | 461,573 | -2.4% | 0.52% | +9.2% |
| Q4 2022 | $26,284,474 | +33.7% | 473,083 | +34.3% | 0.48% | +14.4% |
| Q3 2022 | $19,655,000 | +7.5% | 352,176 | +11.7% | 0.42% | +11.5% |
| Q2 2022 | $18,287,000 | -22.1% | 315,350 | +0.5% | 0.38% | -13.8% |
| Q1 2022 | $23,475,000 | +67.4% | 313,746 | +266.3% | 0.44% | +54.3% |
| Q4 2021 | $14,025,000 | – | 85,647 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Avantax Planning Partners, Inc. | 3,647,160 | $299,140,000 | 23.95% |
| Marquette Asset Management, LLC | 909,798 | $74,622,000 | 23.44% |
| APPLETON GROUP, LLC | 244,191 | $20,029,000 | 21.22% |
| Financial Engines Advisors L.L.C. | 10,911,049 | $894,897,000 | 17.06% |
| Fund Evaluation Group, LLC | 1,097,932 | $90,052,000 | 14.87% |
| Newport Wealth Strategies, Inc. | 135,502 | $10,172,000 | 12.97% |
| Financial Management Professionals, Inc. | 389,987 | $31,987,000 | 12.42% |
| TOTAL INVESTMENT MANAGEMENT INC | 679,537 | $55,736,000 | 12.32% |
| PIERSHALE FINANCIAL GROUP, INC. | 299,995 | $24,606,000 | 12.01% |
| Harborview Advisors, LLC | 124,130 | $10,181,000 | 10.35% |